Understanding the new Quota Limits dashboard

The re-introduction of the Quota Limits page in Dynamics 365 Marketing has spurred a little confusion. Especially the phrase "Other orgs". I think the confusion mainly comes down to terminology. How to understand the word "org" (organization) and a "tenant". Our friends at the Azure side of the house works with this definition: "A tenant … Continue reading Understanding the new Quota Limits dashboard

Enabling Teams Chat for your Dynamics 365 Marketing records

Enabling in-context real-time collaboration can help you speed up so many processes, e.g., approval of the images used on a marketing page in Dynamics 365. Currently there is no configuration options for Embedded Team Chat in Dynamics 365 Marketing. The configuration of Teams Chat takes places in the Sales Hub's App Settings. Once your admin … Continue reading Enabling Teams Chat for your Dynamics 365 Marketing records

Use AI to kickstart email creation with Content ideas in Dynamics 365 Marketing

Content ideas is a new (preview) feature in Dynamics 365 Marketing, that helps you discover new ways to express your thoughts, helping you move from email concept to completion faster. In this blog post I'll briefly explain how Content ideas works, and show you how you can start using it to kickstart your emails. The … Continue reading Use AI to kickstart email creation with Content ideas in Dynamics 365 Marketing

Dynamic lists are here

Dynamics 365 Marketing's real-time marketing features offer powerful personalization capabilities. With the newly added List capability we can send our contacts personalized mails with e.g. a list of the orders they have with us. Lists (each) statements allows us to format and display repeated content for a given table. We can add the code required … Continue reading Dynamic lists are here

Sending personalized surveys from Dynamics 365 Marketing

Dynamics 365 is designed to help you activate digital selling and personalize customer experiences. The building blocks are all built on one platform (Microsoft Dataverse) and powered by AI, which eliminates the need for connectors, and makes it easy to configure a connected and intelligent customer experience. In this blog post we will look at … Continue reading Sending personalized surveys from Dynamics 365 Marketing

How to customize the new email editor in Dynamics 365 Marketing

With the imminent deprecation of the 'old' email designer in Dynamics 365 Marketing I've had customers asking me how to preserve customizations, e.g. fields they've added to the Summary tab, after enabling the new email editor experience. Lets take a brief look at the differences when it comes to metadata between the old and the … Continue reading How to customize the new email editor in Dynamics 365 Marketing

Automate the handoff between sales and marketing

Within a customer journey in Dynamics 365 Marketing, the activity tiles enable a customer journey to generate an activity record (such as a phone call, task, or appointment), associate the activity with each contact who enters the tile, and assign each activity to a Dynamics 365 user for follow-up. Each activity tile uses an activity … Continue reading Automate the handoff between sales and marketing

Licensing Dynamics 365 Marketing apps

The Dynamics 365 Licensing Guide says "Since Marketing is a tenant-based license, customers may install, use, and configure one Marketing license with only one Dynamics 365 environment" This has raised a few questions from customers and partners, and it is my impression the confusion often comes down to terminolgy. Tenant Dynamics 365 Marketing is licensed … Continue reading Licensing Dynamics 365 Marketing apps